Sales orders or Estimates with QB online

Welcome to the Community,taud.

Let me share some insights about the sales order and estimate in QuickBooks Online (QBO).

Currently, QuickBooks online version doesn’t have sales orders. Its closest transaction in QBO is an estimate. Once you’ve created an estimate you can convert it to an invoice.

Using an inventory item on an Estimate doesn't affect your inventory count since these are non-posting transactions. Your inventory count is affected once the Estimate is converted into an Invoice.

You can find more information about estimates in these articles:

• How to convert an estimate/quote into an invoice
• Set up and use estimates.

As always, you can visit the Community again if there's anything else you need help with concerning your QuickBooks Online account. I'm always here to help. Have a great day!

@taud 

Consider having an additional app with the Sales Order feature to integrate with your QBO.

Do you have suggested 3rd party you use with QBO for sales orders? 

I'm here to help share how you're able to use sales orders, @sjosedale.

In QuickBooks Online, we've got third-party applications to choose from that work best for tracking sales orders. Even if we're unable to provide the exact name of the app you need, I can show you the list instead.

1. Go to Apps.
2. Enter Sales Order Tracking in the Search address.
3. Select an app you want to integrate and check for reviews.
4. Click Get app now.

I've included this reference for a compilation of articles you can use to get an in-depth understanding of your business's financial activity: Know Where you Stand Financially.

If there's anything else that I can help you with aside from working with your apps, please let me know in the comments. I'll be here to lend a helping hand. Take care always!

@sjosedale 

What kind of business do you run?

How many user do you need to access it?

How much budget do you have?